Clifford Veach Jr.
Advisor at Veach Family Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Veach Family Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Little Rock, AR 72113
Credentials
PFS™, Series 63
Industry experience
29 years
Clifford Veach is a financial advisor at Veach Family Financial with 29 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Applied Capital LLC and Craft Veach & Co CPAs. Veach owns Independent Tax Services, Inc., a CPA firm offering tax planning and preparation for individuals and small businesses. Veach Family Financial provides personalized, fee-only investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities, managing approximately $130 million for around 180 client households.
Based on Veach Family Financial
$0 - $250,000: 1.00% $250,000 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.60% $3,000,000 - $4,000,000: 0.50% $4,000,000 - $5,000,000: 0.40% $5,000,000+: 0.30%
$200 per hour for limited scope planning engagements
Account minimum: $250,000 Minimum fee: $2,000 annually (negotiable) Fee-only: Fees are negotiable; firm is fee-only and does not accept commissions or finder's fees
8412 Counts Massie Road
North Little Rock, AR 72113
Arkansas · Texas
Applied Capital LLC
2018 - 2022 (4 years)
Independent Tax Services, Inc.
2017 - Present (9 years)
Craft Veach & Co CPAs
1997 - 2016 (19 years)
Independent Financial Advisors, Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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